iShares S&P 500 Value Index shares owned by Garrett Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Garrett Investment Advisors
from 13F filings
Historical chart of Garrett Investment Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Garrett Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Garrett Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $539k | 2.6k | 206.53 |
| 2025-06-30 | $510k | 2.6k | 195.44 |
| 2025-03-31 | $498k | 2.6k | 190.60 |
| 2024-12-31 | $502k | 2.6k | 190.90 |
| 2024-09-30 | $519k | 2.6k | 197.17 |
| 2024-06-30 | $339k | 1.9k | 182.01 |
| 2024-03-31 | $337k | 1.8k | 186.81 |
| 2023-12-31 | $314k | 1.8k | 173.89 |
| 2023-09-30 | $278k | 1.8k | 153.84 |
More positions owned by Garrett Investment Advisors
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